MITSUBISHI UFJ TRUST & BANKING CORP
Q2 2023 Form 13-F

TOKYO
CIK 0001462160 · CRD 296868 · SEC-registered investment adviser
Consolidated report · includes 6 managers since Q3 2017
$43.2B Reported Value Total

MITSUBISHI UFJ TRUST AND BANKING CORPORATION reports 45,213 total accounts under management (AUM). There are 45,213 discretionary accounts valued at $379,403,272,690, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A)
Source: Form ADV filed 2026-08-24
Reported value
$43.2B
Quarter over quarter
+6.1%
Holdings
1,138
Top-10 concentration
21.5%

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Kazuya Dan
SENIOR MANAGING EXECUTIVE OFFICER
Taro Fujie
OUTSIDE DIRECTOR
Kenichi Goda
SENIOR MANAGING EXECUTIVE OFFICER
Q1 2023
Q3 2023
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

Loading 13F Metrics

Q2 2023 13F filing summary

Period of report June 30, 2023
Filed August 08, 2023
Form 13F-HR
Reported value $43.2B
Positions 1,138
Change in reported value +5.2%
New positions 65
Exited positions 76
Position turnover 11.6%
Top-10 concentration 21.5%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 6, 2026
 1,541 $45.7B
Q1 2026 13F
Filed May 12, 2026
 1,096 $40.6B
Q4 2025 13F
Filed Jan 30, 2026
 1,087 $42.1B
Q3 2025 13F
Filed Oct 31, 2025
 1,102 $45.5B
Q2 2025 13F
Filed Aug 8, 2025
 1,046 $43.2B
Q1 2025 13F
Filed May 9, 2025
 1,062 $38.4B
Q4 2024 13F
Filed Feb 12, 2025
 1,042 $42.6B
Q3 2024 13F
Filed Nov 12, 2024
 1,059 $43.8B
Q2 2024 13F
Filed Aug 8, 2024
 1,083 $42.0B
Q1 2024 13F
Filed May 10, 2024
 1,074 $43.6B
Q4 2023 13F
Filed Feb 9, 2024
 1,096 $42.5B
Q3 2023 13F
Filed Nov 9, 2023
 1,152 $40.0B
Q2 2023 13F
Filed Aug 8, 2023
 1,138 $43.2B
Q1 2023 13F
Filed May 10, 2023
 1,149 $41.1B
Q4 2022 13F
Filed Feb 10, 2023
 1,147 $38.3B
Q3 2022 13F
Filed Nov 10, 2022
 1,172 $35.7B
Q2 2022 13F
Filed Aug 9, 2022
 1,201 $39.1B
Q1 2022 13F
Filed May 12, 2022
 1,335 $43.8B
Q4 2021 13F
Filed Feb 9, 2022
 1,351 $48.5B
Q3 2021 13F
Filed Nov 12, 2021
 1,369 $46.3B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2023

# Holding Reported value % of portfolio
1 AAPL APPLE INC $2.2B 5.01%
2 MSFT MICROSOFT CORP $2.0B 4.56%
3 AMZN AMAZON COM INC $1.0B 2.37%
4 NVDA NVIDIA CORPORATION $914.1M 2.11%
5 GOOGL ALPHABET INC $625.4M 1.45%
6 TSLA TESLA INC $619.9M 1.43%
7 META META PLATFORMS INC $604.6M 1.4%
8 GOOG ALPHABET INC $536.0M 1.24%
9 NEE NEXTERA ENERGY INC $431.3M 1.0%
10 DUK DUKE ENERGY CORP NEW $418.0M 0.97%
11 AMT AMERICAN TOWER CORP NEW $384.9M 0.89%
12 MA MASTERCARD INCORPORATED $380.4M 0.88%
13 UNP UNION PAC CORP $376.8M 0.87%
14 SO SOUTHERN CO $369.7M 0.86%
15 JNJ JOHNSON & JOHNSON $359.5M 0.83%
16 UNH UNITEDHEALTH GROUP INC $352.6M 0.82%
17 V VISA INC $351.4M 0.81%
18 CCI CROWN CASTLE INC $324.2M 0.75%
19 ETR ENTERGY CORP NEW $300.8M 0.7%
20 XOM EXXON MOBIL CORP $298.8M 0.69%

Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.

Loading Activities
Loading Sector Allocation
Crunching numbers
Loading Performance
Finding Potential New Buys
Building table
Loading SEC filing data
Loading Form 4 Filings
Loading 13D/G filings